About Self-Registration

Several Siebel Business Applications allow users to self-register as default functionality. This section observes the following principles about self-registration functionality that is provided by default with your Siebel Business Applications:

Self-registration can be implemented only in Siebel Business Applications whose clients use standard interactivity. It cannot be implemented for Siebel employee applications or for any other Siebel application that uses the high interactivity client.

You can configure any eligible Siebel application to either allow or disallow self-registration.

You implement LDAP/ADSI security adapter authentication with Siebel Business Applications for which you allow self-registration.

To implement self-registration for applications that use Web SSO user authentication, you are responsible for configuring the self-registration functionality at the Web site level and for synchronizing the user data with the Siebel Database. Configuration guidelines are not provided in Siebel Business Applications documentation. Self-registration is not feasible when you implement database authentication.

NOTE: If you implement an adapter-defined user name in your user authentication environment, then you cannot implement tools that allow users' Siebel user IDs stored in the directory to be managed from within Siebel Business Applications, including user self-registration. For information about user authentication, see Security Adapter Authentication.

Self-registration functionality for Siebel customer and partner applications is included in your Siebel Business Applications installation.

User Experience for Self-Registration

The self-registration experience for end users varies, depending on the application. Some application-specific capabilities are:

Siebel Service. A user self-registers to gain access to more services.

Siebel Sales. A user self-registers to be allowed to make an online purchase.

Siebel Partner Portal. A user self-registers as an individual to become a partner user with limited access, or a user self-registers as a request for his or her company to be approved as a partner. In either case the user is assigned a limited responsibility that contains views to master data, but not to transactional data. This responsibility differs from that for a partner user in an approved partner company.

For more information on registering partners and partner users for Siebel Partner Portal, see Siebel Partner Relationship Management Administration Guide.

To self-register

The user clicks New User on a Siebel application page—for example, the Siebel Service home page.

The Personal Information form appears.

The user completes the form, then clicks Next. For example, fields for Siebel Service are shown below.

Field

Guideline

First Name

Required. Enter any name.

Last Name

Required. Enter any name.

Email

Required. Enter any valid email address.

Time Zone

Required. Specify the time zone.

User ID

Required. Enter a simple contiguous user ID, which must be unique for each user. Typically, the user provides this user ID to log in.

Depending on how you configure authentication, the user may or may not log in with this identifier.

Password

Optional (required for some authentication implementations).

Enter a simple contiguous login password. The password must conform to the syntax requirements of your authentication system, but it is not checked for conformity in this form.

For LDAP/ADSI security adapter authentication, the password is propagated to the user directory. For database authentication, the password is propagated to the database.

Required. The user enters a phrase for which there is an answer typically known only to this user. If the user clicks Forgot Your Password?, this phrase is displayed, and the user must enter the correct answer to receive a new password.

Answer to Challenge Question

Required. The user provides a word or phrase that is considered the correct answer to the challenge question.

The Contact Information form appears. The fields on this form vary depending on the application.

The user completes the Contact Information form, and then clicks a button at the bottom of the form to continue. The names and number of buttons vary depending on the application.

If the application is Siebel Partner Portal or Siebel Sales, the user does one of the following:

A user who self-registers for Siebel Partner Portal chooses to register as an individual or to request that his or her company be approved to become a partner. In either case, the user completes a form requiring company information.

A user who self-registers for Siebel Sales completes forms to provide some or all of the following: payment information, address information, or wireless access information.

On the Usage Terms form, the user must agree to the terms of the license agreement to be registered.